2026 · 2nd Quarter (Apr 1 - June 30)

THE VANGUARD GROUP, INC.

Filed by WILLIAMS AND JENSEN, PLLC.

Open official filing

Source-reported fields

Filing overview

Type: 2nd Quarter - Report
Posted: Jul 20, 2026
Income: $60,000.00
Expenses: Not reported
Registrant: WILLIAMS AND JENSEN, PLLC
Client: THE VANGUARD GROUP, INC.
Filing UUID: 86b45b0e-de4c-4117-9ad7-8d92653e8303
Termination date: Not reported

Literal source text

Lobbying issues and bill citations

FIN · Financial Institutions/Investments/Securities

Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.

Literal federal measure citations: H.R. 1033, S.424, H.R. 2441, HR 3383, H.R. 3682

TAX · Taxation/Internal Revenue Code

General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; potential negative impacts on markets and customers of proposed withholding tax on dividend payments. Monitor implementation of IRC sec. 530A.

RET · Retirement

Retirement and savings issues, generally. Monitor implementation of IRC sec. 530A.

Relationship and amount limits

Bill links use only the filing year’s mathematically derived Congress plus the literal measure type and number in the issue description. Unmatched citations remain plain text. Politically.com does not join on names, infer advocacy positions, combine amendments, or calculate totals across filings.